A Dozen Ways To Lower Your 2025 Taxes The year has been dominated by tariffs, quantum computing and artificial intelligence. However, investors should pay attention

Becoming A Top 4% Investor Lately, we’ve received a variation of the same call a dozen times. The conversation starts with wanting to know if

Artificial Intelligence, Authentic Wisdom, and the Future of Real Work A couple weeks ago, I flew from Houston to San Francisco and sat next to a dermatologist

Stopping The Stock Steal Over the weekend, John, an attorney emailed me with a distressing question, “How can someone steal stocks from your portfolio? What

Is There Danger In Dividends Recently, a friend of mine, Leo, was discussing his portfolio. He said he only invests in companies paying dividends and

Investing Where It Counts Driving my daughter to cross-country practice last week, she turned to me and said, “Dad, I feel like if I don’t

What Does Money Buy? I recently had a provocative conversation with my neighbor. Travis, who is 20 years old, told me he worked his tail

Protecting Against Ponzi Schemes Recently, I got a call from a client asking us to evaluate an investment. It had similarities to other pitches, but

How a Bank Works and What It Means for Your Money A Familiar Story I laughed and told John we needed to meet soon. I

Losing With Index Funds Last week, I received a call from a family friend, Ethan. His father, Michael, needed help as Ethan was convinced his

Being Intentional with Your Finances Dave Sather forwarded me an email from the daughter of one of our clients. Jessica and her husband, Craig, wanted

Evaluating Homeownership In the last year Dylan and Marie both graduated from college and got married. Marie landed an accounting job and Dylan was working